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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Space X rocket
News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy.

By: R. Scott Raynovich
June 15, 2026
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Clouddatacenter
News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off.

By: Mary Jander
June 11, 2026
Read More  »
Employee and chatbot
News/Analysis

Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process.

By: Juliet Raynovich
June 11, 2026
Read More  »
Datacenterblue446
Premium Research

Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up.

By: Mary Jander
June 10, 2026
Read More  »
Network2
Premium Research

Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one.

By: Mary Jander
June 10, 2026
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Cloud3
News/Analysis

Prosimo Ups Its AIOps Game


Prosimo's new AI suite adds a natural language assistant as well as AI data guardrails.

By: R. Scott Raynovich
February 22, 2024
Read More »
5 Gcity
News/Analysis

Can NVIDIA Boost Nokia's RAN Plan?


Nokia will partner with NVIDIA to create cloud-native RAN solutions that apply AI to streamline operations and improve the bottom line. Will it work?.

By: Mary Jander
February 22, 2024
Read More »
Markets3
News/Analysis

Palo Alto Shares Plunge on Strategy Shift


Palo Alto CEO Nikesh Arora announces a new platform strategy designed to combat "cybersecurity fatigue" .

By: R. Scott Raynovich
February 21, 2024
Read More »
Aiindustry
News/Analysis

Aviz Updates Network Stack with AI


Aviz Networks has upgraded its SONiC network platform with AIOps capabilities using GenAI.

By: R. Scott Raynovich
February 20, 2024
Read More »
Cloud3
Premium Research
Cloud Tracker Pro

How Oracle's Crashing the Hyperscalers' Party


Oracle is now a public cloud leader. Here's how it plans to expand its fiefdom via AI, sovereign and private cloud services, multicloud sharing with Azure, and more..

By: Mary Jander
February 15, 2024
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Clouddatacenter
News/Analysis

Lambda Scores $320 Million for AI Infrastructure Cloud


Lambda, a cloud firm offering access to AI infrastructure via NVIDIA GPUs, has scored $320 million in Series C funding on a valuation of $1.5 billion.

By: Mary Jander
February 15, 2024
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Cisco Hq2
News/Analysis

Cisco Drops on 'Uncertainty,' Layoffs to Come


Cisco reported reduced product and services revenues, citing slow telco sales. As a result, the company reduced guidance and plans a 5% companywide layoff .

By: Mary Jander
February 15, 2024
Read More »
Datacenter8
Premium Research
Cloud Tracker Pro

Equinix, Others Expand on AI Demand


Datacenter service providers are aggressively expanding their facilities in response to rising demand for AI processing .

By: Mary Jander
February 13, 2024
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Handshake
News/Analysis

Cohesity and Veritas Will Form a New Data Protection Firm


Cohesity and Veritas' data protection division are combining in a new company focused on data security and management with AI in mind.

By: Mary Jander
February 08, 2024
Read More »
Security3Shield
News/Analysis

F5 Goes Big in Multicloud Visibility and Security


F5 unveils API security and AI tools to help professionals manage multicloud environments.

By: R. Scott Raynovich
February 07, 2024
Read More »
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